Microsoft Dynamics™ AX 4.0Rapid Configuration Tool
PRICINGLine Discounts
Trade Agreements
• Sales price• Line discount• Multi-line discount• Total discount
What is a Line Discount?
• Discount percentage• Discount amount• Discounts can have an effective start and end
date• Discounts can be based on the quantity
purchased
Price Matrix Example
Customer price/discount groups(Attach group to customer)
Item discount groups(Attach group to item)
Energy Saving Bulbs Main Customers
Standard Bulbs Main Customers
General Bulb Line Discount Group
3% disc. 2% disc.
Fluorescent Tube Discount Group
7% 5%
OL Lamps 4% 3%
Item Discount Groups
Accounts receivable > Setup > Price/discount > Item discount groups
Inventory > Setup > Price/discount > Item discount groups
• Select Line discount group
Customer Price/Discount Groups
Accounts receivable > Setup > Price/discount > Customer price/discount groups
Inventory > Setup > Price/discount > Customer price/discount groups
• Select Line discount group
• Trade agreements can be set up from the “Item discount group” or from the “Customer price/discount group”
• Select the form with the least amount of groups
Setting up Trade Agreements
Setting up Trade Agreements
• Select the customer group • Select the Trade agreement button• Set up the line discounts
Details of Trade Agreement
• Microsoft Dynamics™ AX will search the trade agreement for the currency and unit that match those entered on the sales order
• Item code “Table” overrides “Group” and “Group” overrides “All”, unless “Find next” is checked
• “Find next” indicates that Microsoft Dynamics AX should search for the best price
Accounts receivable > Customer > Sales order tab > Line discount field
Link the Discount group to the Customer
Inventory Management > Item > Price/Discount tab > Line discount field
Link the Discount group to the Item
Activate the Trade Agreement
Accounts receivable > Setup > Price/Discount > Activate price/discount
The Sales Order
• Sales order entered for customer in line discount group: Energy Saving Bulbs Main Customer
• Sales order line entered for item in line discount group: General Bulb line discount group
• A 3% discount is calculated based on the trade agreement
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